Citihub Consulting Capabilities Presentation

www.citihub.com

Template V4.01

February 2015

Citihub Capabilities

Prepared by Chris Allison, Managing Director, Hong Kong

Citihub at a glance

P2

Tier 1 IT Consultancy

>200 consultants in 3 regions

Client base

Strong heritage with leading

Financial Services firms

Investment Banking

Hedge Fund & Asset Mgt

Retail Financial Services

Service Providers

Growing footprint in other

sectors e.g.

Government

Education

Legal

eCommerce

New York

Toronto

London

Zurich

Hong Kong

Singapore

Trusted partner for complex platform change

P3

Financial Services Other Sectors Providers

Banks

Bank of America

Bank of Montreal

BNP Paribas

Credit Suisse

Deutsche Bank

First NY Securities

HSBC

JPMorgan Chase

Morgan Stanley

Rabobank

Royal Bank of Canada

Royal Bank of Scotland

Saudi American Bank

Société Générale

Standard Bank

Standard Chartered

UBS

Insurance / Retail

Aon

Skandia / Old Mutual

Nets

WorldPay / YesPay

Buy-Side

Top 3 hedge fund

Canadian Pension

Plan Investment Board

Fidelity Investment

Hutchin Hill Capital

Jupiter Asset Management

IGNIS Asset Management

Millenium

Mubadala

Och Ziff Capital

Reem Investments

Brokers

ICAP

Tullett Prebon

Exchanges

NYSE Euronext

Qatar Exchange

SGX

SIX Swiss Exchange

Education

King Abdullah University

of Science and Technology

Laureate Education

New York University

Other

BigPoint GMBH

Canon

Dubai eGovernment

East Timor Ministry of Finance

Gibson Dunn & Crutcher

Pfizer

Simon & Schuster

Six Construct

The New York Times

Services

AECOM

Bloomberg

CE Colo

Equinix

InterXion

ITG

MarkitSERV

MediaPhone

NTT

Six Construct

Products

Cisco

Cloudsoft

Dell

7 of the top 10 investment banks

2 of the top 5 hedge funds

Growing client base outside FSI

*

What we stand for

P4

Excellence in

delivery

Committed to

resultsIntegrity

Consulting is personal for us.

We provide unbiased advice

and work hard to be the

perfect partners for your

business.

Our model revolves around

industry experts with strong

track records, backed by

domain-specific methods & IP.

Unique scope of expertise

bridging IT strategy and

execution.

We achieve proven results for

our clients.

We work to a deliverables-

based engagement model and

believe that great people and

structured methods deliver

great outcomes.

Complex challenges. Experienced people.

P5

Years of Experience

Where did they work before Citihub?

Don’t just take our word for it

What we do

P6

Client themes

Enterprise

Infrastructure

Business

Applications

Production

Services

Operational

Risk

Sweet spot

Independent, high-quality advisory, solution development and change management

for mission critical platforms

Consulting

• Senior, C-level industry clients

• Bridge between board-level

strategy and technology solutions

Technical Domains

• Broad and deep technical

specialism e.g.

Capital Markets Technologies;

High Performance;

High Availability;

Cloud Computing

Cost efficiency

Risk & Compliance

End User & Mobile

Business Restructuring

Telecoms sourcing / efficiency

Exchange & Client Connectivity

Availability & Capacity

Data Centre

Cloud & Agile

Data

Cost Efficiency

P7

Driving cost efficiency across the IT landscape without increasing operational risk

Client Challenges

• Optimising the ROI of existing IT

assets

• Leveraging alternative sourcing

models to reduce the cost of IT

delivery

• Consolidation of infrastructure and

driving adoption of shared

platforms

• Managing costs associated with

market and client connectivity

• Implementing IT charging

mechanisms that provide cost

transparency and drive the right

internal behaviours

• Moving to a variable IT cost base

• Optimising internal processes and

reducing manual tasks

How Citihub is Helping Clients

Operational Efficiency

• Identifying manual tasks and inefficiencies across IT operations and driving

automation/elimination activities

• Optimizing joiner/leaver/transfer processes at a global bank

IT Costing and Charging

• Restructuring and globalising internal infrastructure costing and charging

mechanism at a global bank

• Creating strategic IT service catalog for a global insurance firm

Market Data, Market/Client Connectivity, Telecoms

• Driving cost savings across exchange and client connectivity

• Assessing market data demand vs supply and identifying opportunities for

alternative sourcing

• Developing market gateways to displace expensive ISVs

Application TCO & Infrastructure Platform Adoption

• Reducing Equity IT TCO through application rationalisation and adoption of

strategic infrastructure platforms

Sourcing & Location

• Establishing global workforce strategies and driving execution

Cloud & Agile IT

P8

Increasing the agility of internal IT and integrating with external cloud providers

Client Challenges

• Enabling business and application

teams to rapidly innovate and

deploy new IT capabilities

• Leveraging external cloud services

and integrating with internal IT

• Ensuring robust and secure

operational practices with external

cloud services

• Delivering end-to-end automation

of complex processes

• Providing self-service capabilities

to internal IT customers

• Reducing development cycle-time

and delivering testing flexibility

• Standardising release &

deployment processes and tools


Cloud Strategy & GRC

• Defining bank-wide cloud strategy (internal / hybrid / public) and establishing

technical solution roadmap

• Assessing regulatory challenges with public cloud and defining GRC

response

Cloud Integration and App Readiness

• Integrating internal IT systems management and security ecosystems with

external cloud providers

• Assessing application readiness for cloud adoption and establishing migration

pipelines

Self Service & Automation

• Creating customer self-service portals and API interfaces for internal IaaS

platforms, underpinned by automated fulfilment (end-to-end)

• Defining roadmap and vision for application release & deployment to enable

continuous integration

M&A advice

• Due diligence for cloud provider purchase by sovereign wealth fund

Data Centre

P9

Investment optimisation and compliance for providers and end-users

Client Challenges

• Cost and proliferation of legacy in-

house DC assets and computer

rooms

• Building a business case for

consolidation and/or outsourcing

• Balancing cost, operational

integrity, performance and

compliance requirements

• Providers: Access to growth

markets and prioritisation of

investment

• End-Users: Strategic location

planning and market dynamics

• Regulation and compliance

• DC provider selection and

procurement

• Cost and risk of migration


Market strategy

• Set the new market (or expansion) and execution strategy for multiple

providers

• Supply and demand intelligence to support portfolio investment planning for

multiple providers and end-users

Hosting strategy

• Defined the regional DC consolidation strategy for multiple firms in EMEA,

APAC and NA

• Build vs. Buy assessments for multiple global and regional firms as well as

subsequent procurement

Asset Quality, Compliance and Operational Excellence

• Operational integrity assessments and improvement projects for both end-

users and providers

• DC facility audits and due diligence (typically based on TIA 942) and

remediation planning

• MAS-TVRA and remediation planning for market leading providers

Migration

• Planning and managing low-risk/low-impact migration projects

Citihub’s Data Centre Intelligence Unit (DCIU)

P10

Citihub’s DCIU is tasked with producing actionable colocation market data for our

clients and the wider data centre industry. The reports outline supply and demand

trends, target pricing and the macro economic picture in a given market. They also

analyse both existing and planned capacity, predictions on future occupancy levels,

and present analysis of the major market participants.

Application Availability & Business Capacity Management

P11

Ensuring critical system availability and managing IT capacity and headroom

Client Challenges

• Industrialising critical applications

and infrastructure components

• Minimising the impact of IT

outages

• Responding to regulatory pressure

to ensure availability and integrity

of critical systems

• Ensuring effective resilience and

recovery capabilities

• Understanding capacity headroom

across the suite of applications

that support critical business flows

• Managing infrastructure capacity

to optimize utilisation and provide

headroom for growth

• Establishing repeatable design

patterns for high availability


High Availability: assessments and design

• >100 apps assessed using Citihub’s leading AAA methodology to identify

availability risks and establish improvement plans

• Defining standard infrastructure blueprints to achieve stringent RTO and RPO

requirements

• Designing applications for 99.999% availability

Business Capacity Management

• Implementing Citihub’s Capacity Management Tool and Framework to provide

top-down visibility into capacity and headroom from the perspective of the

business

• Defining strategic infrastructure capacity management and workload

placement/management solutions for a global bank

Disaster Recovery

• Failover review of an end-to-end fund management platform

• Establishing global BCM and DR policies and standards for a global financial

services organisation

Governance, Risk & Compliance

P12

Citihub is blending experienced platform architects with more traditional security

specialists and auditors to displace big-4 consultancies

Client Challenges

• Responding to continued volume

of regulation with IT impact (DFA,

MiFID II, MAS TRM etc.)

• Industrialising internal Operational

Risk management processes

• Maintaining and reporting trade

data in line with regulatory

requirements (e.g. DFA / EMIR)


IT Controls

• Developing and delivering bank-wide or specific IT controls and operational

risk assessment services

• IaaS and SaaS controls for regulatory compliance with public cloud services

Regulatory Trade Reporting, Record Keeping & Surveillance

• Assessing of technology products and services to meet Dodd Frank (DFA)

record keeping requirements for an international bank moving into the US

swaps market

• Designing technology solutions to monitor electronic funds transfers

Regulatory Technology Strategy

• Developing technology strategy for the regulatory-aligned IT department at a

global bank

Data Privacy

• Strategy, risk assessment, testing and remediation for external and cross-

border access

Data Architecture & Management

P13

Business and operational intelligence from diverse data sources

Client Challenges

• Establishing robust reference data

capabilities and transforming the

heritage IT estate

• Managing the cost and technical

complexities of exponentially

increasing data volumes

• Maximising the reuse of market

data sources and providing

transparency into data availability

• Producing viable implantation

strategies to replace local sources

with one firm golden data

• Assessing storage solutions for

increasing demands on size and

speed of tick history data retrieval


Reference Data

• Providing rapid gap analysis between golden and local sources of client

reference data for a KYC audit point leading to an implementation strategy

• Rationalising underlying transports to firm wide sources to remove complexity

and operational effort overhead

Data Archiving / Retention

• Implementing a high-compression data archiving solution ‘as a service’ for a

global bank and migrating 12 yr trade history

Market Data Catalog

• Building a central catalog of tick history market data sources to enable

internal users to find existing data from across the bank’s sources. This

removed the time to find elements for quants and resulted in more agile

production of trading strategies

Social Marketing

• Partnering with Amazon Web Services to educate clients around AWS big

data capabilities and open source solutions

Market and Business Restructuring

P14

Responding to IT challenges driven by market and business restructuring

Client Challenges

• Understanding the end-to-end

dependencies of IT services

delivered to individual business

lines

• Restructuring IT service and

chargeback models to support

new business operating models

• IT integration and separation to

support M&A activity


Business Restructuring

• Driving the top-to-bottom segregation of core and non-core trades within the

Credit and Rates division of a global bank and driving the future technology

solution to maintain the non-core portfolio

• Assessing the impact to the IT infrastructure department of a global legal

entity restructuring program within a tier-1 bank

M&A Due Diligence

• Providing technology due diligence and interim IT management as part of the

acquisition of two payments processing firms

Business Divestiture and M&A integration

• Driving the IT infrastructure change program to support the divestiture of the

UK trading business at an international bank

• Multiple M&A IT integration projects

www.citihub.com

Chris AllisonManaging Director

[email protected]

12F ICC

1 Austin Road

Kowloon

+852 8108 2777

Citihub Consulting Capabilities Presentation

Services

Transcript of Citihub Consulting Capabilities Presentation